emerging markets

Apr 03, 2020

Quant_investingEmerging markets remain intriguing for institutional investors who want to increase portfolio diversification – particularly at a time of extreme market volatility and against a background of geopolitical issues. Quantitative investment strategies can help unlock specific opportunities, Arup Datta, a quant veteran at Mackenzie Investments, says.

Apr 02, 2020

Emerging_markets_sign1Throughout the coronavirus crisis, Funds Europe presents some of the best market commentary from fund professionals. Today, Mark Asquith, a senior emerging market manager at Somerset Capital Management, says now could be a very attractive entry point for emerging market investing.

Mar 13, 2020

Opposite_directionsInvestors worry that emerging market returns have become too correlated to developed market equities. It’s one of two myths that Jennifer Sireklove of Parametric Portfolio Associates aims to dispel.

Feb 25, 2020

Barry_McInerneyWith the largest deal in China’s asset management industry done and dusted, Mackenzie Investments CEO Barry McInerney thinks investors should consider separate allocations to China.

Feb 20, 2020

Emerging_marketsBermuda-listed Lazard Asset Management has launched an emerging markets managed volatility strategy.

Feb 12, 2020

Central and Eastern EuropeThe Czech Republic has seen strong growth in funds and Bulgaria could follow this year – but in general, the CEE funds industry is at differing stages of development, finds Fiona Rintoul.

Feb 05, 2020

Emerging_marketsMorgan Stanley Investment Management (MSIM) has launched a strategy that seeks to invest in undervalued, high quality companies located or operating in developing markets.

Feb 05, 2020

Chinese_indicesInvestment markets performed well in 2019, with global equities returning more than 20% and a positive picture for fixed income, with global bonds and credit returning around 10% (as of October 31, 2019).

Feb 05, 2020

China volatilityChina’s financial markets resumed trading after the Lunar New Year holiday with managers expecting a degree of market volatility.

Jan 29, 2020

Emerging marketsIf US, Chinese or European growth plummets, emerging markets will suffer. But even if the US economy grows faster than the rest of the world and the Fed looks to raise rates, it won’t bode well for emerging markets assets either, says Sergey Dergachev, lead emerging markets debt manager at Union Investments.